How can I add a Child Customer from the Order View?
This article outlines how Users can add a Child Customer to an Order in Fixably.
Written by Cole Docherty
Updated at January 28th, 2025
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
From an existing Order, navigate to the Customer Card. Click on the gear menu and then select Add Child Customer.
If the customer has previously existing child customers, they can be added to the order by picking them from the list.
If needed, you can also create a new customer profile. This profile will automatically be added as a child of the Parent customer already on the Order.
A dialogue will appear. Click the Confirm button. This will not overwrite the Parent customer, but will add the selected profile as a child of the existing parent customer.
When viewing the Order, the Child customer will now be visible.
